Broker Check
Keith K.  Carter, CFP®

Keith K. Carter, CFP®

Financial Advisors, RJFS

Keith is a dedicated financial planner with a passion for educating and guiding others toward their financial goals. With over 20 years of experience and a strong educational background, including an MBA with a focus in finance from the University of Central Oklahoma, he's equipped to provide sound advice.

As a CERTIFIED FINANCIAL PLANNER™ professional, ordained minister, and published author, Keith combines expertise with integrity in serving his clients.

He specializes in retirement planning and believes in helping people live their best lives through thoughtful financial management. Beyond his professional pursuits, Keith finds fulfillment in his family, community involvement, and charitable endeavors. He lives in Edmond, Oklahoma with his wife and high school sweetheart, Linda, and he is the proud father of three adult children, a lawyer, a surgeon and a college graduate and grandfather of three.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.